Difference between revisions of "Staff Records"

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===Staff Records===
 
===Staff Records===
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Please log on to Aquila CRS as "Admin" You should already have a user name and password, if you don't please contact your IT Department to request one.
 
  
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Once you have entered the Aquila CRS System Administration you will be taken to the IBID Installation and Set Up Page by default.
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Log on to Aquila CRS System Administration, the user should have their own user name and password. If not, please contact the system administrator.
  
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Along the list of tabs you will see "IBID Installation & Setup", "User and Staff Records", DB Version Hx" and Local PC Settings".
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Double click on the Aquila CRS icon on the desktop, or choose from the list of programs. Enter user name and password in the relevant field.
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See also [[Login to AquilaCRS]]
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Once you have entered the Aquila CRS System Administration the IBID Installation and Set Up Page will be shown by default.
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A list of tabs will be displayed IBID Installation & Setup, User and Staff Records, DB Version Hx and Local PC Settings.
  
 
Please click on the User & Staff Records Tab
 
Please click on the User & Staff Records Tab
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You will see the users are listed in the top field list and the staff are listed in the bottom field list.
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Users are listed in the top field list and staff are listed in the bottom field list.
  
 
=Editing User Records=
 
=Editing User Records=
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:Once you have entered in your "New User" as shown in [[Managing Users]] there are only a few  fields that should be edited
 
:Once you have entered in your "New User" as shown in [[Managing Users]] there are only a few  fields that should be edited
  
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===Role Fields===
 
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Role - This is your user role within the service i.e. doctor for example ,this field will need to be edited when staff members role has changed.
 
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Grade - This normally only applies to members who have a given grade, Doctors Nurses Ect, and will only be edited once the staff member's grade has changed.
 
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===Password Settings Fields===
 
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:Password Lifespan - this will force a change of password after the number of days indicated - For Security admin staff can force a password change after the allotted number of days by entering a number in the "Password Lifespan" Field.
 
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:Force Password Change at Next Log on - For security reasons this tick box allows admin to force the user to change their password the next time they log on.
 
  
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:Inactive & Disabled boxes - can be ticked if the user has left or is on secondment.
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=Entering Staff Records=
  
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:Current Failed attempt count - this keeps count of the failed logins. Please note 3 failed logins will take you out if the login screen 6 failed logins will mark you as "disabled", you will then need to contact your IT Department to delete your failed access attempts and perhaps change your password to allow you to access Aquila CRS.
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To enter a staff record click on the blue "New Staff" button on your tool bar, a New Staff Form will appear.
  
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=Editing Staff Records=
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[[File:New Staff Record.jpg]]
  
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To edit staff click on the "Edit Staff" button on your tool bar this is located in the second set of buttons coloured blue.
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===Staff Record===
  
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Once you have filled in your staff record as shown in [[Managing Users]] there is very little that should need editing.
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*Name Field - Fill in the Full name for your member of staff
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*GMC Code- General Medical Council, usually for Doctors or Consultants it is made up of 6 digits. GMC code will automatically be entered in the relevant fields in IBID.
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*Role - Choose from the following, Admin Doctor, Nurse, or P.A.M.S. The role chosen allocates the correct insertion to the drop down lists in IBID.
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*Grade - Select from Senior, Trainee, or student.
  
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:Role- This can be changed, by clicking the arrow next to the drop down list and choosing another grade if needed if the Staff Role has changed.
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*Telephone - Optional may be useful internally.
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*Mobile Phone - Optional may be useful internally.
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*Email Address - This is important as we will need to respond to the user if they need fill in a bug report.
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*User name (Link) - Enter the user name here to link the user profile and staff profile if a member of staff is also using Aquila CRS.
  
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:Grade- This can be changed by clicking the arrow next to the drop down list if the staff members grade has changed.
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Click "OK" and the member of staff will be added to the staff data fields in the bottom list and will be added to the relevant fields in IBID.
  
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:User name (link)- If a staff member has been added as as user, a link can be made to their user record by adding their user name to the User Name (Link) filed.
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[[File:First seen by burns consultant.jpg]]

Revision as of 11:14, 25 July 2013

AquilaCRS icon.png

This topic is for AquilaCRS


User Or Staff

Staff are different to users, users are members of staff that "use" IBID, these can be admin, Nurse, Doctor or P.A.M.S, not all staff are users of IBID such as Consultants, but will still need a staff record to allow the user to input relevant data, such as the following.

First Seen by.jpg

Staff Records

Log on to Aquila CRS System Administration, the user should have their own user name and password. If not, please contact the system administrator.

Double click on the Aquila CRS icon on the desktop, or choose from the list of programs. Enter user name and password in the relevant field.

See also Login to AquilaCRS

Once you have entered the Aquila CRS System Administration the IBID Installation and Set Up Page will be shown by default.

A list of tabs will be displayed IBID Installation & Setup, User and Staff Records, DB Version Hx and Local PC Settings.

Please click on the User & Staff Records Tab

Admintabview.jpg


Users are listed in the top field list and staff are listed in the bottom field list.

Editing User Records

To edit a user click on the "edit" button, for the user these are the first set of edit buttons coloured gold.

Once you have entered in your "New User" as shown in Managing Users there are only a few fields that should be edited


Entering Staff Records

To enter a staff record click on the blue "New Staff" button on your tool bar, a New Staff Form will appear.

New Staff Record.jpg

Staff Record

  • Name Field - Fill in the Full name for your member of staff
  • GMC Code- General Medical Council, usually for Doctors or Consultants it is made up of 6 digits. GMC code will automatically be entered in the relevant fields in IBID.
  • Role - Choose from the following, Admin Doctor, Nurse, or P.A.M.S. The role chosen allocates the correct insertion to the drop down lists in IBID.
  • Grade - Select from Senior, Trainee, or student.
  • Telephone - Optional may be useful internally.
  • Mobile Phone - Optional may be useful internally.
  • Email Address - This is important as we will need to respond to the user if they need fill in a bug report.
  • User name (Link) - Enter the user name here to link the user profile and staff profile if a member of staff is also using Aquila CRS.

Click "OK" and the member of staff will be added to the staff data fields in the bottom list and will be added to the relevant fields in IBID.

First seen by burns consultant.jpg

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